A premium St. Louis roofing and gutter company, Atlas and Malarkey certified, was paying rent on somebody else’s CRM: per seat, per month, forever. We built them a command center around how their crews actually work, migrated everything, and shut the rented system off.
Keys Roofing sells premium roofs to homeowners who expect white-glove everything. Behind the scenes, the business ran on a rented CRM: nine separate job boards, files locked in someone else’s cloud, and a monthly bill that bought zero ownership.
We embedded with the team first. Watched how a lead becomes an inspection, an inspection becomes an estimate, an estimate becomes a crew on a roof. Then we built the system around that, not around a software vendor’s idea of roofing.
The migration moved 105 estimates, 50 invoices, 387 tasks, 44 work orders, 67 material orders, and 7,007 files spanning about 6.6 gigabytes, with automated checks on every record. Their team opened the new system and found their whole company already inside it.
Nine rented job boards collapsed into one live view: lead to inspection to proposal to crew.
Drafts texts, preps estimates, chases loose ends. It acts only after a human confirms.
Carrier-registered business texting, live and delivering, logged to every job.
An inspection used to take 30-45 minutes plus a manual write-up. Now the owner films through smart glasses and AI writes the adjuster-ready report: 5-10 minutes, done.
Good, better, best options homeowners sign on their phone. Signed jobs cut work orders automatically.
The same glasses footage drafts the estimate itself: line items, quantities, local pricing, ready to send.
Hosted checkout with receipts, and books that finally agree with the pipeline, automatically.
A live canvass map with homeowner lookup from county parcel records across the metro. Replaced a $99-a-month tool with $0.
Materials inventory with printed QR labels and low-stock flags.
We turned gutter cleaning into a membership: monthly and annual plans, automatic billing, renewals, and perks. A roofing company with recurring revenue.
Homeowners book inspections without calling. The calendar defends itself.
Keys plugs into our owned network: rankings, referral routes, and lead flow that compound outside their own walls.
Every star is a business we run, every dot an owned property, every line a route authority and leads travel. Keys Roofing didn't just get software. It got a seat on this board.
The per-seat CRM subscription is cancelled. The software, the data, and the customer list belong to Keys outright.
Open pipeline, won work, and collections sit on one screen instead of nine boards and a guess.
Inspections dropped from 30-45 minutes plus a write-up to 5-10 minutes: film through the glasses, AI writes the report and drafts the estimate. The canvass map turns door-knocking into a targeting system. Homeowners sign from their phones.
Gutter care became a subscription product with automatic billing: a monthly-revenue line a roofing company is not supposed to have.
A dedicated security pass closed roughly 53 findings before the team ever bet the business on it.
If your industry's seat is open in your market, it starts with a visit to our office. Home turf, real dashboards, straight answers.